Global X Funds - AIQ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 17,795,535 | 1,167,565 | 0.58% | 0.58% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 9,110,421 | 597,734 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 5,314,556 | 348,688 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 5,203,595 | 341,407 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 4,444,054 | 291,574 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,764,480 | 115,767 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,702,005 | 111,668 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 1,664,465 | 109,205 | 0.1% | 0.1% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 1,494,534 | 98,056 | 1.72% | 1.72% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,520,029 | 97,616 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,429,186 | 93,767 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 1,425,655 | 93,537 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,332,917 | 87,452 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 715,958 | 46,651 | 0.06% | 0.06% | 14 | +14,621 | 2.08% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | Added to | 683,805 | 44,556 | 0.07% | 0.06% | 15 | +117,111 | 20.67% | Q3 2026 | Oct 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 664,484 | 43,596 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIL Ltd | History | No change | 661,709 | 43,414 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 632,632 | 41,222 | 2.34% | 2.34% | 18 | +14,280 | 2.31% | Q3 2026 | Oct 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 596,671 | 39,149 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 557,077 | 36,549 | 0.58% | 0.58% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 524,753 | 34,192 | 0.1% | 0.11% | 21 | +6,157 | 1.19% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 496,100 | 32,549 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AYAL Capital Advisors Ltd | History | No change | 494,500 | 32,444 | 8.78% | 8.78% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 462,153 | 30,317 | 0.05% | 0.05% | 24 | +29,703 | 6.87% | Q3 2026 | Oct 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 459,796 | 30,167 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 446,630 | 29,303 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 425,304 | 27,713 | 0.06% | 0.04% | 27 | +171,066 | 67.29% | Q3 2026 | Nov 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 427,462 | 26,994 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 383,248 | 24,972 | 0.06% | 0.04% | 29 | +171,579 | 81.06% | Q3 2026 | Nov 04, 2026 |
| Daiwa Securities Group Inc. | History | No change | 383,079 | 24,961 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Proficio Capital Partners LLC | History | No change | 379,934 | 24,927 | 0.89% | 0.89% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 358,881 | 23,546 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cooper Financial Group | History | Added to | 355,143 | 23,141 | 1.84% | 1.88% | 33 | +9,355 | 2.71% | Q3 2026 | Oct 07, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 323,795 | 21,098 | 3.27% | 4.02% | 34 | -8,952 | -2.69% | Q3 2026 | Oct 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 316,751 | 20,782 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 306,890 | 20,135 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 290,629 | 18,937 | 3.74% | 3.6% | 37 | +10,538 | 3.76% | Q3 2026 | Oct 13, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 246,460 | 16,170 | 3.13% | 3.13% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steele Capital Management, Inc. | History | Added to | 241,416 | 15,730 | 0.58% | 0.55% | 39 | +13,701 | 6.02% | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | No change | 229,728 | 15,072 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Taylor Securities Services, Inc. | History | Added to | 231,067 | 15,056 | 6.01% | 5.65% | 41 | +19,329 | 9.13% | Q3 2026 | Oct 20, 2026 |
| CITIGROUP INC | History | Added to | 220,987 | 14,399 | 0.0% | 0.0% | 42 | +24,639 | 12.55% | Q3 2026 | Nov 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 217,818 | 14,291 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 213,783 | 14,026 | 4.59% | 4.59% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global X Japan Co., Ltd. | History | Reduced | 208,940 | 13,614 | 0.55% | 0.68% | 45 | -71,583 | -25.52% | Q3 2026 | Oct 21, 2026 |
| MARSHALL WACE, LLP | History | No change | 198,375 | 13,015 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arch Global Advisors, LLC | History | Reduced | 182,953 | 11,921 | 4.96% | 5.33% | 47 | -778 | -0.42% | Q3 2026 | Oct 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 179,415 | 11,771 | 0.14% | 0.14% | 48 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 174,713 | 11,462 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 241,279 | 11,260 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 156,267 | 10,252 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modern Wealth Management, LLC | History | No change | 150,143 | 9,850 | 0.12% | 0.12% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 150,475 | 9,804 | 1.69% | 1.6% | 53 | -8 | -0.01% | Q3 2026 | Oct 09, 2026 |
| Black Swift Group, LLC | History | No change | 148,960 | 9,773 | 1.41% | 1.41% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 147,101 | 9,585 | 1.77% | 1.03% | 55 | +59,436 | 67.8% | Q3 2026 | Nov 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 144,800 | 9,435 | 0.02% | 0.01% | 56 | +27,500 | 23.44% | Q3 2026 | Oct 28, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 142,757 | 9,302 | 1.73% | 1.82% | 57 | -41 | -0.03% | Q3 2026 | Oct 28, 2026 |
| Decker Wealth Management LLC | History | Added to | 142,010 | 9,253 | 1.88% | 1.96% | 58 | +1,095 | 0.78% | Q3 2026 | Oct 09, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 139,897 | 9,115 | 0.86% | 1.12% | 59 | -35,896 | -20.42% | Q3 2026 | Nov 02, 2026 |
| Hobart Private Capital, LLC | History | Added to | 139,847 | 9,112 | 1.54% | 1.56% | 60 | +865 | 0.62% | Q3 2026 | Oct 19, 2026 |
| VISTA FINANCE, LLC | History | Reduced | 138,575 | 9,029 | 4.81% | 5.22% | 61 | -3,755 | -2.64% | Q3 2026 | Oct 23, 2026 |
| Pillsbury Lake Capital LLC | History | No change | 129,259 | 8,812 | 2.41% | 2.41% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 134,773 | 8,781 | 0.45% | 0.43% | 63 | +7,381 | 5.79% | Q3 2026 | Oct 16, 2026 |
| Quadrature Capital Ltd | History | No change | 133,195 | 8,738 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GTS SECURITIES LLC | History | No change | 128,430 | 8,426 | 0.18% | 0.18% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 126,559 | 8,246 | 0.0% | 0.0% | 66 | +14,188 | 12.63% | Q3 2026 | Nov 02, 2026 |
| Bleakley Financial Group, LLC | History | No change | 125,153 | 8,211 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | Added to | 124,573 | 8,117 | 0.08% | 0.08% | 68 | +3,910 | 3.24% | Q3 2026 | Oct 22, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 123,939 | 8,075 | 0.04% | 0.04% | 69 | +1,494 | 1.22% | Q3 2026 | Oct 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 119,658 | 7,851 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarus Group, Inc. | History | Reduced | 117,209 | 7,637 | 2.52% | 2.87% | 71 | -11,690 | -9.07% | Q3 2026 | Oct 21, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 114,991 | 7,550 | 0.02% | 0.02% | 72 | +692 | 0.61% | Q3 2026 | Oct 16, 2026 |
| Trilogy Capital Inc. | History | Added to | 114,089 | 7,434 | 0.29% | 0.01% | 73 | +109,459 | 2364.13% | Q3 2026 | Oct 20, 2026 |
| Balance Wealth Partners LLC | History | Added to | 110,307 | 7,187 | 1.73% | 1.82% | 74 | +5,915 | 5.67% | Q3 2026 | Oct 27, 2026 |
| WJ Wealth Management, LLC | History | Added to | 105,509 | 6,874 | 2.8% | 1.88% | 75 | +32,750 | 45.01% | Q3 2026 | Nov 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 102,200 | 6,705 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | History | No change | 99,175 | 6,506 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 99,635 | 6,492 | 1.56% | 1.56% | 78 | +97 | 0.1% | Q3 2026 | Oct 13, 2026 |
| Security Financial Services, INC. | History | Added to | 99,292 | 6,469 | 0.86% | 0.54% | 79 | +40,503 | 68.9% | Q3 2026 | Oct 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 98,524 | 6,464 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bienville Capital Management, LLC | History | No change | 98,021 | 6,431 | 0.86% | 0.86% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 96,918 | 6,359 | 0.42% | 0.42% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 96,564 | 6,335 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 95,606 | 6,229 | 0.04% | 0.05% | 84 | -6,392 | -6.27% | Q3 2026 | Oct 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 95,495 | 6,222 | 0.11% | 0.03% | 85 | +72,668 | 318.34% | Q3 2026 | Oct 21, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 94,295 | 6,144 | 1.32% | 1.54% | 86 | -18,565 | -16.45% | Q3 2026 | Oct 22, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 94,286 | 6,143 | 0.74% | 0.71% | 87 | +5,121 | 5.74% | Q3 2026 | Oct 21, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 91,961 | 6,033 | 0.06% | 0.06% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 89,628 | 5,880 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 89,132 | 5,847 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 87,472 | 5,739 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cerity Partners LLC | History | No change | 87,326 | 5,729 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | Added to | 86,989 | 5,668 | 0.56% | 0.57% | 93 | +1,795 | 2.11% | Q3 2026 | Oct 19, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 86,081 | 5,609 | 0.56% | 0.56% | 94 | -56 | -0.07% | Q3 2026 | Oct 26, 2026 |
| Pacific Wealth Management | History | New | 84,913 | 5,532 | 2.43% | — | 95 | +84,913 | New | Q3 2026 | Oct 05, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 88,809 | 5,507 | 0.56% | 0.72% | 96 | -18,442 | -17.2% | Q3 2026 | Oct 19, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 83,576 | 5,445 | 0.14% | 0.14% | 97 | +936 | 1.13% | Q3 2026 | Oct 29, 2026 |
| Wealth Management Associates, Inc. | History | No change | 82,563 | 5,416 | 1.49% | 1.49% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IAM Advisory, LLC | History | No change | 80,034 | 5,251 | 1.02% | 1.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 80,204 | 5,226 | 0.08% | 0.08% | 100 | -13,724 | -14.61% | Q3 2026 | Oct 15, 2026 |
| 5T Wealth, LLC | History | No change | 78,048 | 5,120 | 1.91% | 1.91% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 77,268 | 5,074 | 0.3% | 0.3% | 102 | -547 | -0.7% | Q3 2026 | Nov 02, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 76,524 | 4,986 | 2.0% | 1.93% | 103 | +6,411 | 9.14% | Q3 2026 | Oct 08, 2026 |
| Cresset Asset Management, LLC | History | No change | 75,331 | 4,942 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WT Wealth Management | History | Reduced | 74,704 | 4,867 | 1.36% | 1.46% | 105 | -5,828 | -7.24% | Q3 2026 | Oct 13, 2026 |
| Aspire Capital Advisors LLC | History | No change | 74,070 | 4,859 | 0.95% | 0.95% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 73,881 | 4,847 | 0.1% | 0.1% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 73,497 | 4,822 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 72,615 | 4,764 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Added to | 71,052 | 4,629 | 0.05% | 0.05% | 110 | +1,918 | 2.77% | Q3 2026 | Oct 15, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 67,921 | 4,456 | 1.74% | 1.74% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Estate Planners Group, LLC | History | No change | 66,589 | 4,368 | 1.98% | 1.98% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 64,451 | 4,228 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 62,940 | 4,129 | 0.27% | 0.27% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 60,651 | 3,979 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 60,825 | 3,963 | 0.04% | 0.04% | 116 | +1,080 | 1.81% | Q3 2026 | Oct 26, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 59,894 | 3,902 | 1.4% | 1.31% | 117 | +6,373 | 11.91% | Q3 2026 | Oct 21, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 58,922 | 3,865 | 1.23% | 1.23% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 59,219 | 3,858 | 4.63% | 4.11% | 119 | +10,725 | 22.12% | Q3 2026 | Nov 03, 2026 |
| Aspen Wealth Strategies, LLC | History | No change | 58,370 | 3,829 | 1.85% | 1.85% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eagle Strategies LLC | History | Added to | 58,556 | 3,815 | 0.37% | 0.36% | 121 | +3,437 | 6.24% | Q3 2026 | Oct 16, 2026 |
| AE Wealth Management LLC | History | No change | 56,595 | 3,713 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 55,518 | 3,617 | 0.04% | 0.05% | 123 | -13,598 | -19.67% | Q3 2026 | Oct 30, 2026 |
| Tradition Wealth Management, LLC | History | No change | 54,861 | 3,599 | 0.22% | 0.22% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 54,694 | 3,564 | 0.36% | 0.34% | 125 | +3,313 | 6.45% | Q3 2026 | Oct 27, 2026 |
| Moran Wealth Management, LLC | History | Added to | 53,830 | 3,507 | 0.1% | 0.08% | 126 | +6,826 | 14.52% | Q3 2026 | Oct 22, 2026 |
| Belpointe Asset Management LLC | History | No change | 52,978 | 3,475 | 0.11% | 0.11% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 52,319 | 3,409 | 0.97% | 1.16% | 128 | -12,513 | -19.3% | Q3 2026 | Oct 02, 2026 |
| Concentrum Wealth Management | History | No change | 51,810 | 3,399 | 0.81% | 0.81% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 52,070 | 3,392 | 0.02% | 0.02% | 130 | +9,287 | 21.71% | Q3 2026 | Oct 23, 2026 |
| Thompson David Blair | History | No change | 50,626 | 3,321 | 1.66% | 1.66% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bravera Wealth | History | No change | 49,843 | 3,270 | 1.25% | 1.25% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Enhancement Group LLC | History | Added to | 48,608 | 3,240 | 0.37% | 0.35% | 133 | +4,075 | 9.15% | Q3 2026 | Oct 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 49,521 | 3,226 | 0.06% | 0.08% | 134 | -13,552 | -21.49% | Q3 2026 | Oct 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 48,448 | 3,178 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Great Diamond Partners, LLC | History | Added to | 47,809 | 3,115 | 0.52% | 0.52% | 136 | +1,420 | 3.06% | Q3 2026 | Oct 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 46,661 | 3,061 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 46,475 | 3,049 | 1.71% | 1.71% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Point72 Asset Management, L.P. | History | No change | 45,656 | 2,995 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 45,920 | 2,992 | 0.05% | 0.08% | 140 | -25,898 | -36.06% | Q3 2026 | Oct 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 44,918 | 2,926 | 0.08% | 0.08% | 141 | +224 | 0.5% | Q3 2026 | Oct 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 44,475 | 2,898 | 0.22% | 0.21% | 142 | -4,180 | -8.59% | Q3 2026 | Oct 28, 2026 |
| ArborFi Advisors, LLC | History | No change | 43,248 | 2,837 | 2.06% | 2.06% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 43,192 | 2,833 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 43,131 | 2,810 | 0.21% | 0.25% | 145 | -13,065 | -23.25% | Q3 2026 | Oct 13, 2026 |
| RFG Advisory, LLC | History | Added to | 42,761 | 2,786 | 0.04% | 0.04% | 146 | +2,044 | 5.02% | Q3 2026 | Nov 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 42,052 | 2,740 | 0.02% | 0.02% | 147 | +10,366 | 32.71% | Q3 2026 | Oct 16, 2026 |
| Fosun International Ltd | History | No change | 41,689 | 2,735 | 0.61% | 0.61% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 41,902 | 2,730 | 0.16% | 0.17% | 149 | -193 | -0.46% | Q3 2026 | Oct 09, 2026 |
| Curran Financial Partners, LLC | History | Added to | 41,840 | 2,726 | 0.44% | 0.29% | 150 | +11,991 | 40.17% | Q3 2026 | Nov 04, 2026 |
| STEPHENS INC /AR/ | History | No change | 40,883 | 2,682 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FMR LLC | History | No change | 40,611 | 2,664 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 39,959 | 2,621 | 1.77% | 1.77% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grange Capital, LLC | History | Added to | 40,223 | 2,620 | 2.45% | 2.26% | 154 | +2,797 | 7.47% | Q3 2026 | Oct 20, 2026 |
| PFG Investments, LLC | History | No change | 38,991 | 2,558 | 0.1% | 0.1% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 38,885 | 2,551 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 38,487 | 2,507 | 0.25% | 0.26% | 157 | -618 | -1.58% | Q3 2026 | Oct 19, 2026 |
| Prospera Financial Services Inc | History | Added to | 41,251 | 2,480 | 0.03% | 0.03% | 158 | +4,598 | 12.54% | Q3 2026 | Nov 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 37,374 | 2,452 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 37,334 | 2,449 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 37,153 | 2,437 | 0.09% | 0.09% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 36,916 | 2,422 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 36,923 | 2,422 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 37,017 | 2,412 | 0.04% | 0.04% | 164 | -235 | -0.63% | Q3 2026 | Oct 22, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 36,022 | 2,347 | 0.22% | 0.23% | 165 | +2,473 | 7.37% | Q3 2026 | Oct 27, 2026 |
| L & S Advisors Inc | History | No change | 35,520 | 2,330 | 0.24% | 0.24% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 35,055 | 2,299 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 34,978 | 2,294 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 34,806 | 2,283 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 34,290 | 2,234 | 0.09% | 0.03% | 170 | +3,946 | 13.0% | Q3 2026 | Oct 21, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 34,069 | 2,219 | 0.01% | 0.01% | 171 | -134 | -0.39% | Q3 2026 | Oct 14, 2026 |
| M Holdings Securities, Inc. | History | Added to | 35,518 | 2,188 | 0.14% | 0.31% | 172 | +574 | 1.64% | Q3 2026 | Nov 03, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 32,994 | 2,149 | 0.2% | 0.2% | 173 | -45 | -0.14% | Q3 2026 | Oct 19, 2026 |
| Csenge Advisory Group | History | Reduced | 32,599 | 2,124 | 0.08% | 0.1% | 174 | -4,740 | -12.69% | Q3 2026 | Nov 04, 2026 |
| Systelligence, LLC | History | No change | 32,380 | 2,124 | 0.35% | 0.35% | 175 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 32,247 | 2,101 | 1.22% | 1.18% | 176 | +1,205 | 3.88% | Q3 2026 | Nov 03, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 31,862 | 2,090 | 0.15% | 0.15% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 31,777 | 2,084 | 0.51% | 0.51% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 31,642 | 2,073 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granite Group Advisors, LLC | History | Added to | 31,200 | 2,032 | 1.29% | 0.94% | 180 | +7,000 | 28.93% | Q3 2026 | Oct 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 30,213 | 1,982 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 29,950 | 1,972 | 0.17% | 0.16% | 182 | +3,974 | 15.3% | Q3 2026 | Oct 20, 2026 |
| Essex LLC | History | Reduced | 29,548 | 1,925 | 0.29% | 0.29% | 183 | -20 | -0.07% | Q3 2026 | Oct 14, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 29,519 | 1,924 | 1.39% | 1.46% | 184 | -2,885 | -8.9% | Q3 2026 | Oct 13, 2026 |
| James Reed Financial Services, Inc. | History | Reduced | 29,190 | 1,902 | 1.44% | 1.48% | 185 | -293 | -0.99% | Q3 2026 | Oct 26, 2026 |
| HSBC HOLDINGS PLC | History | No change | 28,800 | 1,889 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 28,419 | 1,864 | 0.2% | 0.2% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 28,277 | 1,855 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COFG Advisors, LLC | History | No change | 28,020 | 1,838 | 0.32% | 0.32% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 28,145 | 1,833 | 0.0% | 0.0% | 190 | -3,692 | -11.6% | Q3 2026 | Oct 30, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 27,865 | 1,828 | 0.19% | 0.19% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Benson Wealth Management INC | History | No change | 27,752 | 1,820 | 1.83% | 1.83% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 19,047 | 1,769 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CERTUITY, LLC | History | Added to | 26,794 | 1,745 | 0.08% | 0.08% | 194 | +1,474 | 5.82% | Q3 2026 | Nov 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 26,275 | 1,724 | 0.07% | 0.07% | 195 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EP Wealth Advisors, LLC | History | No change | 26,204 | 1,719 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 26,308 | 1,714 | 0.15% | 0.15% | 197 | -655 | -2.43% | Q3 2026 | Nov 03, 2026 |
| Wealthspire Advisors, LLC | History | No change | 25,855 | 1,696 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| James J. Burns & Company, LLC | History | Added to | 25,727 | 1,676 | 0.18% | 0.17% | 199 | +1,116 | 4.53% | Q3 2026 | Oct 22, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 25,390 | 1,654 | 0.07% | 0.07% | 200 | -2,286 | -8.26% | Q3 2026 | Oct 08, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 24,939 | 1,625 | 0.56% | 0.52% | 201 | +4,399 | 21.42% | Q3 2026 | Nov 03, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 24,770 | 1,614 | 0.2% | 0.29% | 202 | -10,100 | -28.96% | Q3 2026 | Oct 15, 2026 |
| Mutual Advisors, LLC | History | No change | 24,476 | 1,605 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 23,484 | 1,565 | 0.2% | 0.22% | 204 | +540 | 2.35% | Q3 2026 | Oct 20, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 23,759 | 1,558 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 23,018 | 1,510 | 0.09% | 0.09% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 22,984 | 1,501 | 0.07% | 0.07% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 22,980 | 1,497 | 0.12% | 0.13% | 208 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| NewEdge Wealth, LLC | History | No change | 22,759 | 1,493 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SteelPeak Wealth, LLC | History | No change | 22,660 | 1,476 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Calydon Capital | History | No change | 22,150 | 1,453 | 0.21% | 0.21% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 22,224 | 1,448 | 0.42% | 0.33% | 212 | +3,225 | 16.97% | Q3 2026 | Oct 19, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 22,205 | 1,446 | 0.02% | 0.02% | 213 | -1,065 | -4.58% | Q3 2026 | Oct 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 22,142 | 1,442 | 0.04% | 0.03% | 214 | +8,470 | 61.95% | Q3 2026 | Oct 13, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 21,892 | 1,426 | 0.1% | 0.12% | 215 | -4,091 | -15.74% | Q3 2026 | Oct 26, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 21,893 | 1,426 | 0.14% | 0.15% | 216 | +151 | 0.69% | Q3 2026 | Oct 14, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | No change | 21,239 | 1,393 | 0.59% | 0.59% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 21,202 | 1,391 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 21,156 | 1,388 | 1.03% | 1.03% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 21,088 | 1,383 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 20,993 | 1,377 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VALEN PRIVATE CAPITAL, LLC | History | New | 21,112 | 1,375 | 0.43% | — | 222 | +21,112 | New | Q3 2026 | Oct 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 20,586 | 1,350 | 0.06% | 0.06% | 223 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 20,599 | 1,342 | 0.16% | 0.14% | 224 | +1,222 | 6.31% | Q3 2026 | Oct 28, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 20,393 | 1,337 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Texas Yale Capital Corp. | History | No change | 20,200 | 1,325 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 20,112 | 1,319 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | New | 20,220 | 1,317 | 0.12% | — | 228 | +20,220 | New | Q3 2026 | Oct 23, 2026 |
| Sigma Planning Corp | History | Reduced | 20,171 | 1,314 | 0.03% | 0.05% | 229 | -10,811 | -34.89% | Q3 2026 | Oct 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 19,819 | 1,291 | 0.01% | 0.01% | 230 | -638 | -3.12% | Q3 2026 | Oct 20, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 19,727 | 1,285 | 0.06% | 0.06% | 231 | +2,513 | 14.6% | Q3 2026 | Oct 28, 2026 |
| PFG Advisors | History | Added to | 19,436 | 1,266 | 0.06% | 0.06% | 232 | +762 | 4.08% | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | Added to | 19,361 | 1,261 | 0.02% | 0.02% | 233 | +55 | 0.28% | Q3 2026 | Oct 16, 2026 |
| Pathstone Holdings, LLC | History | No change | 19,083 | 1,252 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 19,054 | 1,250 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 19,021 | 1,239 | 0.03% | 0.02% | 236 | +7,062 | 59.05% | Q3 2026 | Oct 16, 2026 |
| Corient Private Wealth LP | History | No change | 18,765 | 1,231 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 18,734 | 1,229 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 18,773 | 1,223 | 0.27% | 0.28% | 239 | +751 | 4.17% | Q3 2026 | Oct 20, 2026 |
| Westside Investment Management, Inc. | History | Added to | 18,619 | 1,215 | 0.15% | 0.07% | 240 | +10,740 | 136.31% | Q3 2026 | Nov 02, 2026 |
| Maridea Wealth Management LLC | History | No change | 18,290 | 1,200 | 0.13% | 0.13% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 18,270 | 1,198 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 18,310 | 1,193 | 0.02% | 0.02% | 244 | +1,107 | 6.43% | Q3 2026 | Nov 04, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 18,188 | 1,193 | 0.07% | 0.07% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 18,111 | 1,188 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 17,936 | 1,176 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elyxium Wealth, LLC | History | No change | 17,973 | 1,171 | 0.12% | 0.12% | 247 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Keel Point, LLC | History | No change | 17,560 | 1,152 | 0.07% | 0.07% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 17,484 | 1,147 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 17,528 | 1,142 | 0.08% | 0.08% | 250 | +50 | 0.29% | Q3 2026 | Oct 21, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 17,283 | 1,126 | 0.03% | 0.03% | 251 | -1,022 | -5.58% | Q3 2026 | Oct 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 17,116 | 1,122 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 16,978 | 1,113 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOS Asset Management, LLC | History | Reduced | 17,039 | 1,110 | 0.26% | 0.26% | 254 | -1 | -0.01% | Q3 2026 | Oct 09, 2026 |
| LRI Investments, LLC | History | No change | 16,738 | 1,098 | 0.09% | 0.09% | 255 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SFI Advisors, LLC | History | Reduced | 16,772 | 1,092 | 0.9% | 0.96% | 256 | -127 | -0.75% | Q3 2026 | Oct 30, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 16,755 | 1,091 | 1.38% | — | 257 | +16,755 | New | Q3 2026 | Oct 13, 2026 |
| David J Yvars Group | History | Reduced | 16,660 | 1,085 | 0.5% | 0.54% | 258 | -795 | -4.55% | Q3 2026 | Oct 09, 2026 |
| Stratos Investment Management, LLC | History | No change | 16,291 | 1,068 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 16,330 | 1,064 | 0.0% | 0.01% | 260 | -8,410 | -33.99% | Q3 2026 | Oct 16, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 16,191 | 1,062 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 16,180 | 1,061 | 0.9% | 0.9% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 16,160 | 1,053 | 0.03% | 0.03% | 263 | +1,671 | 11.53% | Q3 2026 | Oct 08, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 16,090 | 1,048 | 0.1% | 0.17% | 265 | -11,952 | -42.62% | Q3 2026 | Nov 02, 2026 |
| Valmark Advisers, Inc. | History | No change | 15,976 | 1,048 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Krilogy Financial LLC | History | Reduced | 15,710 | 1,035 | 0.03% | 0.04% | 266 | -2,645 | -14.41% | Q3 2026 | Oct 13, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 15,885 | 1,035 | 0.65% | 0.66% | 267 | +5 | 0.03% | Q3 2026 | Oct 20, 2026 |
| Somerset Trust Co | History | Added to | 15,843 | 1,032 | 0.29% | 0.28% | 268 | +775 | 5.14% | Q3 2026 | Oct 13, 2026 |
| Clarendon Private LLC | History | No change | 15,727 | 1,031 | 0.66% | 0.66% | 269 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 15,648 | 1,019 | 0.19% | 0.21% | 270 | -420 | -2.61% | Q3 2026 | Oct 15, 2026 |
| Milestone Investment Advisors LLC | History | No change | 15,436 | 1,012 | 0.22% | 0.22% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 15,399 | 1,010 | 0.13% | 0.13% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fortis Capital Management LLC | History | No change | 15,365 | 1,008 | 0.11% | 0.11% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 15,406 | 1,005 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 15,212 | 991 | 0.64% | 0.61% | 275 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Visionary Wealth Advisors | History | Added to | 15,209 | 990 | 0.04% | 0.04% | 276 | +1,216 | 8.69% | Q3 2026 | Nov 04, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 15,119 | 985 | 0.11% | 0.18% | 277 | -8,146 | -35.01% | Q3 2026 | Oct 16, 2026 |
| Bank OZK | History | No change | 15,000 | 984 | 0.29% | 0.29% | 278 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IHT Wealth Management, LLC | History | No change | 14,888 | 976 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | Reduced | 14,937 | 973 | 0.92% | 0.9% | 280 | -1,243 | -7.68% | Q3 2026 | Oct 20, 2026 |
| TSG Advice Partners, LLC | History | New | 14,700 | 964 | 0.13% | — | 281 | +14,700 | New | Q3 2026 | Oct 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,784 | 963 | 0.04% | 0.02% | 282 | +5,334 | 56.44% | Q3 2026 | Oct 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 14,748 | 960 | 0.02% | 0.02% | 283 | +43 | 0.29% | Q3 2026 | Nov 02, 2026 |
| Center For Asset Management LLC | History | Added to | 14,703 | 958 | 0.43% | 0.18% | 284 | +8,593 | 140.64% | Q3 2026 | Oct 16, 2026 |
| Ancora Advisors LLC | History | No change | 14,508 | 951 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 14,474 | 949 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COURIER CAPITAL LLC | History | Added to | 14,498 | 944 | 0.05% | 0.03% | 287 | +6,520 | 81.72% | Q3 2026 | Oct 19, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 14,528 | 932 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Group | History | No change | 14,169 | 929 | 0.06% | 0.06% | 289 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 14,233 | 927 | 0.04% | 0.08% | 290 | -11,797 | -45.32% | Q3 2026 | Oct 20, 2026 |
| OneAscent Financial Services LLC | History | No change | 14,113 | 925 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOWERY THOMAS, LLC | History | No change | 14,017 | 919 | 0.45% | 0.45% | 292 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sunpointe, LLC | History | Reduced | 14,066 | 916 | 0.28% | 0.27% | 293 | -482 | -3.31% | Q3 2026 | Oct 22, 2026 |
| Peak Planning Group, LLC | History | No change | 13,755 | 902 | 0.2% | 0.2% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ciovacco Capital Management LLC | History | No change | 13,731 | 900 | 0.4% | 0.4% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 13,690 | 892 | 0.04% | 0.04% | 296 | +333 | 2.49% | Q3 2026 | Oct 16, 2026 |
| APS Management Group, Inc. | History | Reduced | 13,652 | 889 | 0.64% | 0.96% | 298 | -5,312 | -28.01% | Q3 2026 | Oct 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 13,550 | 889 | 0.05% | 0.05% | 297 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,391 | 878 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 13,195 | 866 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |